News
Tesla to install canopies for a 'solar test house' at its Fremont factory
Tesla has plans for the installation of new tent-like canopies for a “solar test house” at its factory, according to a new building permit issued by the City of Fremont.
Per the description noted in the initial filing, Tesla is seeking “two canopy covers over solar test house” that measure approximately 60′ x 80′ & 60′ x 70′. The structures will be temporary and removed after two months.
While there’s no indication on the purpose for the canopies, CNBC indicates that the canopies are meant to conceal research and development on its solar test house from prying eyes, and protect the project from potential delays due to rains.
Seeing progress in the efforts of Tesla to install more Solarglass rooftops brings it another step closer to mass producing the third version of the solar roof tiles. Likewise, such developments can help Tesla capitalize on California’s new building requirements that require newly-built homes to have solar systems starting next year. The state is the first in the country to require solar panel installations on single-family homes and multi-family structures.

Based on the 2019 Building Energy Standards in California, the solar requirement increases the cost of building a new home by roughly $9,500 but has the potential to save homeowners about $19,000 in energy bills and maintenance costs over 30 years. The Energy Commission estimates that an average home will save around $80 on cooling, heating, and lighting bills. Customers such as Amanda Tobler from the Bay Area echo the possibility that these numbers can be achieved. The Toblers had their Solar Roof tiles installed in March 2018 and enjoys more than enough power for their house and two plug-in vehicles as a result.
Tesla also recently posted job openings that aim to beef up its installation teams in California, Florida, Nevada, and Texas. The company looks to hire licensed electricians, Solarglass roofers, installers to join its operations who will most likely not install just its solar tiles but also help to put up Powerwalls and regular solar panels.
As the energy company installs more Solarglass rooftops, it will also create more jobs to fill the needs of its facility in Buffalo, New York and possibly save the company $41.2 million in penalties. Tesla promised to produce its solar panels in the said facility, which used $750 million in taxpayers’ money and the deal requires it to generate around 1,500 jobs by April next year.
Tesla CEO Elon Musk says he sees the company’s energy business to grow as big as its electric vehicle business. In Q3, Tesla deployed 43MW of solar or 48 percent more compared to the previous quarter.
“…the really crazy growth for as far into the future as I can imagine. … It would be difficult to overstate the degree to which Tesla Energy is going to be a major part of Tesla’s activity in the future,” he said during with Wall Street analysts.
Tesla started accepting orders for its V3 Solar Roof in October and Musk revealed that it plans to eventually install 1,000 solar roofs a week. Interested homeowners who want a Solarglass rooftop can use the company’s online configurator to estimate the costs. The estimated pricing for a 2,000 sq. ft. roof with 10kW solar is $33,950 after a federal tax credit of $8,550.
As of 2018, there are only 15 to 20 percent of California single-family houses with solar panels installed according to the estimates of the California Building Industry Association.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
